Insurance & Document Processing Representative

Insurance & Document Processing Representative 4.0 4.0 out of 5 stars 207 West Main Street, Whitewater, WI 53190 Full-time First Citizens State Bank 5 reviews

Full-time Job Title:

Insurance & Document Processing Representative Job Description:

At First Citizens State Bank, our mission is to provide a first-class loan experience for every customer. We are seeking a detail-oriented and organized Insurance & Document Processing Representative to join our team. This position is responsible for performing a variety of essential back-office tasks that support the overall loan process. The ideal candidate will be detail-oriented, organized, and able to prioritize daily responsibilities with minimal supervision.

Key Responsibilities:

Organize paperwork within loan files and inspect for completeness, coordinating with processors to resolve deficiencies. Prepare and convert a variety of paper documents into a digital copy using scanning equipment and retention software, including labeling and indexing each document according to organization guidelines Review, organize, and scan insurance policies for all loans Process paid loan files and including the releasing of liens Inspect and verify the quality of digital images Filing and tracking of files Produce payoff statements and apply payoff funds to loan accounts Complete quality control of scanned files Daily statement review and disbursement Other duties as assigned

Qualifications:

Education & Experience:

High school diploma required. Prior experience in banking or loan operations is a plus but not required.

Skills & Abilities:

Strong attention to detail with excellent organizational skills. Excellent communication and customer service skills. Ability to work independently, prioritize tasks, and meet deadlines. Effective verbal and written communication abilities. Proficient in Microsoft Excel and general computer literacy.